CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 27.33%
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,959
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$41.3M
3
+$32.1M
4
F icon
Ford
F
+$26.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$39.2M
2
+$25.3M
3
+$15M
4
TSLA icon
Tesla
TSLA
+$14.3M
5
GM icon
General Motors
GM
+$12.8M

Sector Composition

1 Technology 17.51%
2 Financials 12.1%
3 Consumer Discretionary 11.2%
4 Communication Services 8.56%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$192K 0.01%
7,118
+6,918
702
$192K 0.01%
+27,718
703
$192K 0.01%
1,215
-1,486
704
$192K 0.01%
6,504
+5,670
705
$191K 0.01%
2,310
706
$191K 0.01%
340
-275
707
$191K 0.01%
+8,424
708
$191K 0.01%
17,552
+12,430
709
$190K 0.01%
+2,929
710
$190K 0.01%
+6,994
711
$190K 0.01%
300
712
$190K 0.01%
10,266
+6,444
713
$190K 0.01%
16,297
-10,211
714
$189K 0.01%
4,000
715
$189K 0.01%
9,011
-10,735
716
$189K 0.01%
3,170
+2,970
717
$188K 0.01%
1,300
+600
718
$187K 0.01%
1,551
+1,138
719
$187K 0.01%
2,324
-808
720
$186K 0.01%
1,765
+1,000
721
$185K 0.01%
1,200
-2,341
722
$185K 0.01%
+3,657
723
$185K 0.01%
+2,900
724
$185K 0.01%
7,410
+3,441
725
$184K 0.01%
658
-7,167
27 28
29
30 31